Select what you would like to include in the notification.
Click Select a Dashboard and select your desired dashboard.
Click Select report and select your desired report. To include more than one report, click + Add a Report.
Note, Review Insights are only available for accounts with the Ultimate subscription.
Select the desired frequency of the notification.
This will send an email each week on the specified day.
This will send an email each month on the specified day of the month.
Monthly when ready
You will receive an email after data has been collected and validated for an entire month. Since it collects and validates data quality from a variety of sources, there is typically a 1-2 week delay for data.
You will receive an email notification after data has been received and validated for an entire standard quarter. This means that the report’s end date or dashboard filter date have reached the end of the quarter.
(Optional) Customize the subject line and body of the email.
Click Customize email content.
Enter your desired content into the Subject or Body text boxes.